See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,357 | $95,416-55.6% | $185,823-77.2% | $85,850-50.7% |
| Participation rate | 73.0% | 68.8%+4.3pp | 81.7%-8.7pp | 69.3%+3.7pp |
| Annual return | 41.77% | 23.59%+18.2pp | 122.05%-80.3pp | 318.53%-276.8pp |
| Employer contribution / active EE | $942 | $3,314-71.6% | $5,167-81.8% | $2,565-63.3% |
| Participant deferral / active EE | $3,525 | $3,423+3.0% | $5,568-36.7% | $3,952-10.8% |
| Admin fee / account holder | $395 | $7,213-94.5% | $16,237-97.6% | $6,260-93.7% |